Avior Wealth Management’s UBS Group UBS Stock Holding History

Avior Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$404K	Sell	8,159 -1,544	-16%	-$70.3K	0.01%	575
2026 Q1	$379K	Buy	9,703 +3,085	+47%	+$132K	0.01%	612
2025 Q4	$306K	Sell	6,618 -70	-1%	-$2.83K	0.01%	609
2025 Q3	$274K	Buy	6,688 +76	+1%	+$2.95K	0.01%	622
2025 Q2	$224K	Buy	6,612 +15	+0.2%	+$464	0.01%	643
2025 Q1	$202K	Sell	6,597 -348	-5%	-$11.6K	0.01%	659
2024 Q4	$211K	Sell	6,945 -67	-1%	-$2.12K	0.01%	684
2024 Q3	$217K	Sell	7,012 -4	-0.1%	-$120	0.01%	672
2024 Q2	$207K	Sell	7,016 -1,989	-22%	-$59.1K	0.01%	663
2024 Q1	$277K	Buy	+9,005	New	+$266K	0.01%	607
2019 Q4	–	Sell	-2,900	Closed	-$32K	–	871
2019 Q3	$32K	Hold	2,900	–	–	0.01%	494
2019 Q2	$34K	Hold	2,900	–	–	0.01%	484
2019 Q1	$35K	Buy	2,900 +500	+21%	+$6.33K	0.01%	452
2018 Q4	$29K	Hold	2,400	–	–	0.01%	499
2018 Q3	$38K	Buy	+2,400	New	+$37.7K	0.01%	501

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Avior Wealth Management's UBS Position: Q2 2026 in Review

Avior Wealth Management reduced its UBS Group (UBS) stake by 16% in Q2 2026, selling an estimated $70.3K and leaving 8,159 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #575.

Avior Wealth Management first reported a position in UBS in Q3 2018 and has held it in 15 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Avior Wealth Management held 8,159 shares of UBS Group worth $404K as of Q2 2026.
Avior Wealth Management sold 1,544 UBS Group shares in Q2 2026, an estimated $70.3K.
UBS Group made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #575 holding.
Avior Wealth Management first reported a position in UBS Group in Q3 2018 and has held it in 15 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.